See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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(Bloomberg Gadfly) -- The profession of providing tender loving care to the wealth of the world's rich people is heading for its annus horribilis. Private bankers in Asia could deal with 2017 -- and the headaches the year will bring -- by...
(Bloomberg) -- Henderson Group Plc agreed to buy Janus Capital Group Inc., creating a $320 billion money manager as both companies seek to boost profit and assets in the face of rising competition from passive managers. Henderson’s...
(Bloomberg) -- Khemaridh Hy, late of Wall Street, starts at 5:15 a.m. with a Snapchat selfie and a caption that says, “Time for daily practice. Be present in the now!” After 20 minutes of meditation, he heads for the elevator and...
According to E*Trade’s latest quarterly study of investors, “ease of use” is the biggest driver of customer satisfaction with online investing tools. Two out of three investors surveyed said that more than anything, they want to feel confiden...
Since the one-time storied brokerage was acquired in 1987, EF Hutton has tried to reinvent itself several times. The firm attempted a comeback as a brokerage in 2012, which fizzled out, and again last year with a new management team and the launch...
(Bloomberg View) -- It’s time to ask a scary question: How much of the financial industry will soon be obsolete?
There are many examples of technologies that have been replaced by something newer and better -- film replaced by digital cameras...
"Halal portfolio management." | Copyright Sean Gallup, Getty Images
A new robo advisor is targeting Muslim investors with access to what it calls “halal portfolio management.” Wahed Invest says its platform, Wahed, is the world’s first automat...
